Wealth Planner, Wealth Planning and Advisory

2 months ago

Hong Kong, Hong Kong SAR China HSBC Full time
Job description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Broking Services provides full investment services in stocks, bonds, currencies, precious metals, commodities and derivatives to retail, corporate customers and financial intermediaries. As a leading full service broker dealer in Hong Kong, our investment services include advisory, execution, risk and portfolio management, custodianship, and margin financing.

We are currently seeking a high calibre professional to join our team as a Wealth Planner, Wealth Planning and Advisory.

Principal Responsibilities
  • To be a part of the Wealth Planning team providing comprehensive wealth structuring guidance to clients of HSBC Global Private Banking in Greater China
  • To support in the advisory and implementation of succession planning solutions for clients
  • To support the team on trust onboarding, internal reporting, training and other projects, as assigned from time to time. This entails curating presentation and other materials and liaising with all internal stakeholders, clients and service providers
  • To collaborate within the wider Wealth Planning and Advisory team to facilitate the cross-sell of HSBC’s overall legacy capabilities
  • To monitor trends in the wealth planning industry in the respective regions and communicate necessary changes
  • To maintain close relationship with intermediaries in the wealth planning industry
Requirements
  • At least 3-5 years of relevant experience, preferably in financial institutions, professional firms, or independent trust companies
  • Degree holder in law, accounting or finance, preferably with the STEP, CPA, law qualification
  • Sound analytical mind and strong self-motivator
  • Collaborative team player, who can work closely with different business partners and stakeholders
  • Excellent inter-personal skills, client facing experience with HNW clients is a plus
  • Able to work independently and detail oriented
  • Good writing, presentation and public speaking skills
  • Willing to travel for business
  • Highest levels of ethical standards and integrity
  • Fluency in both spoken and written English and Chinese, Cantonese and Putonghua preferred
You’ll achieve more when you join HSBC.

http://www.hsbc.com/careers

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

  • Wealth Planner, Wealth Planning and Advisory

    2 months ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Job description Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Wealth Planning Expert, Legacy Wealth Solutions

    4 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Role OverviewWe are seeking a high calibre professional to join our team as a Wealth Planner, Wealth Planning and Advisory in Hong Kong.

  • Wealth Strategist

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    Job Opportunity: Wealth Planner, Wealth Planning and AdvisoryAbout the Role:HSBC Global Private Banking is seeking a skilled professional to join our team as a Wealth Planner, Wealth Planning and Advisory. This role will involve providing comprehensive wealth structuring guidance to clients in Greater China and supporting the advisory and implementation of...

  • Wealth Planning

    1 month ago

    Hong Kong, Hong Kong SAR China Selby Jennings Full time

    Our client is a leading financial institution looking to grow their HNW wealth planning team in Asia. Job Responsibilities Provide high quality wealth planning services to HNWIs in North Asia. Identifying wealth management needs and legacy planning solutions including trusts, tax and insurance. Create and implement a sales strategy aimed at generating new...

  • Wealth Planning Specialist

    6 days ago

    Hong Kong, Hong Kong SAR China CITIC CLSA Full time

    Position Description We are looking for an insurance product specialist (Wealth Planning) to strengthen our product distribution business; and promote regular product programme with comfortable starting size to increase product penetration. The role is to manage the end-to-end product cycle and relationship building with clients and stakeholders. Key Areas...

  • Marketing and Branding Professional for Wealth Management

    1 week ago

    Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About BNP Paribas Wealth ManagementWe are a leading European Union bank with an uninterrupted presence in the region since 1860. Our company offers a wide range of financial services for corporate, institutional and private investors.Our Commitment to Diversity and InclusionWe passionately embrace diversity and foster an inclusive workplace where all...

  • Marketing and Engagement Specialist, Wealth Management

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China BNP Paribas Wealth Management Full time

    Job DescriptionAs a Marketing Officer in the Wealth Management division of BNP Paribas, you will play a vital role in supporting the team in executing various marketing, communication, and engagement initiatives.Key ResponsibilitiesDrive engaging content development to enhance client experienceDevelop and maintain client-friendly marketing materials,...

  • Wealth Investment Product Expert 投資顧問

    7 months ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Wealth Advisor

    2 months ago

    Hong Kong, Hong Kong SAR China CICC Full time

    工作职责 1.负责本组工作目标的制定、拆解与执行，协助敏捷团队实现业务目标达成； Lead the team in target setting、decomposition andimplementation to meet target set by PO; 2.负责为本区域内的全光谱客户提供标准化的财富规划和资产配置组合建议服务；...

  • Wealth Investment Product Expert 投資顧問

    4 weeks ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Job description Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that...

  • Wealth Investment Product Expert 投資顧問

    1 month ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Job description Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that...

  • Senior HNW Wealth Manager

    1 month ago

    Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    About Selby JenningsWe are a leading financial services recruitment firm with a strong presence in Asia.Job OverviewThis is an exciting opportunity to join our team as a Senior HNW Wealth Manager and take on a challenging role that requires expertise in wealth planning and management.Key ResponsibilitiesThe successful candidate will be responsible for...

  • Marketing Officer, Wealth Management

    1 month ago

    Hong Kong, Hong Kong SAR China BNP Paribas Wealth Management Full time

    About BNP PARIBAS As the leading European Union bank, and one of the world's largest financial institutions with an uninterrupted presence in the region since 1860, BNP Paribas offers a wide range of financial services for corporate, institutional and private investors spanning corporate and institutional banking, wealth management, asset management and...

  • Wealth Management Professional

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Job SummaryCICC is seeking a skilled Wealth Management Professional to develop business relationships with high-net-worth individuals, their families, and corporates.Key ResponsibilitiesDevelop and maintain business relationships with target clients, bringing in new clients and assets under management (AUM) to the firm.Provide investment advisory and asset...

  • Wealth Management

    4 months ago

    Hong Kong, Hong Kong SAR China CICC Full time

    Job Description:   This position is responsible for developing business relationship with high-net-worth individuals, their families, family offices and corporates. Understands client needs and requirements, identifies investment opportunities and provides financial advice to clients. The job duties associated with this role may be expected to include but...

  • High Net Worth Wealth Strategist

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    Wealth Planning RoleSelby Jennings is seeking a seasoned High Net Worth Wealth Strategist to join their team in Asia. Job OverviewThe successful candidate will be responsible for providing high-quality wealth planning services to HNWIs in North Asia, identifying wealth management needs and legacy planning solutions including trusts, tax, and insurance.Key...

  • Wealth Management Specialist

    3 weeks ago

    Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    CICC is seeking a highly skilled Wealth Management Specialist to join our team.About the RoleThis position is responsible for developing business relationships with high-net-worth individuals, their families, family offices, and corporates. The successful candidate will be able to understand client needs and requirements, identify investment opportunities,...

  • High Net Worth Wealth Strategist

    5 days ago

    Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time

    Position OverviewWe are seeking an insurance product specialist (Wealth Planning) to strengthen our product distribution business and promote regular product programs with comfortable starting sizes to increase product penetration.Key Areas of ResponsibilitiesDevelop wealth planning solutions, primarily using insurance/trust products, for high net worth and...

  • High Net Worth Wealth Manager

    2 months ago

    Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full time

    Wealth Management at Goldman SachsAt Goldman Sachs, we help our clients achieve their financial goals through our wealth management services. Our Private Wealth Management team specializes in creating comprehensive wealth plans for high net worth individuals and families.Key ResponsibilitiesAs a Private Wealth Advisor, you will work closely with clients to...

  • Branch Sales Manager

    7 months ago

    Hong Kong, Hong Kong SAR China HSBC Full time

    Some careers have more impact than others. If you're looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.  Wealth and...